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Showing 221 - 230 of 356 results for "Wealth Management business"

IRESS reports profit increase in Australia

ALICE URIBE  |  THURSDAY, 21 AUG 2014
... revenue," IRESS chief executive Andrew Walsh said. "Highlights included continued performance by our wealth management business and the positive impact on our results of further diversification in geography and business segment. For the six months to ...

Infocus and Patron deal puts new group in top ten

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
... merge "provides the opportunity to leverage our capability to create a national, independently owned wealth management business of scale." Patron general manager Rob McCann added that "together we now have the scale and capability to be an even stronger ...

MAX Preview: Beyond value of advice

MICHELLE BALTAZAR  |  THURSDAY, 12 JUN 2014
One of the key discussions at next week's Financial Standard MAX Forum is the distinct refocusing of marketing offers to the concerns of financial advisers not just as go-to advice experts but as successful business owners. Next Wednesday, the MAX-nominated ...

PIS adds consultants amid Centrepoint capital raising

LAURA MILLAN  |  FRIDAY, 11 APR 2014
... following a Centrepoint announcement that it will raise capital to create more opportunities for the wealth management business. PIS appointed Darren Black as head of national business consultancy manager, effective May 5, 2014. Ryan Goodfellow joined ...

Life insurance losses drag AMP results

LAURA MILLAN  |  THURSDAY, 20 FEB 2014
... reduce losses, but noted that the insurance sector "could well get worse before it gets better." AMP wealth management business reported an increase in net cashflows, which went from $821 million in FY12 to $2,166 million in FY2013. The increase was ...

Select AM strengthens partnership with MGD Wealth

LAURA MILLAN  |  WEDNESDAY, 25 SEP 2013
MGD Wealth has added a third portfolio from Select Asset Management, further strengthening the companies' partnership. MGD Wealth has added Select AM's LDI Connect 20 Portfolio to its investment options. The new portfolio aims at providing cash reserves ...

Prime targets investment in accounting firms

MARK SMITH  |  FRIDAY, 30 AUG 2013
... Partners through the CEM [client engagement model]." The wealth management company reported that its wealth management business, which accounts for 88% of overall revenue, saw its revenue increase by 6%. Total funds under management at 30 June stood ...

Howes to join AMP wealth management business

ALICE URIBE  |  TUESDAY, 20 AUG 2013
... the departing chief executive of the Actuaries Institute is set to take a position with AMP in its wealth management business. While her reporting line is still being finalised due to internal restructures within AMP, her title will be director of business ...

Law firm acquires wealth management business

MARK SMITH  |  THURSDAY, 8 AUG 2013
Listed law firm ILH Group has expanded into wealth management with the acquisition of Capricorn Investment Partners (CIPL). In acquiring the corporate advisory and wealth management firm, ILH will also acquire Melbourne-based boutique asset management ...

IRESS acquires UK software firm Avelo

MARK SMITH  |  TUESDAY, 6 AUG 2013
... be funded through $206 million share issue with each new share priced at $7.15. IRESS said Avelo's wealth management business mirrors its own and its product suite spans the entire financial services value chain. "This is a unique and attractive opportunity ...